2017 Tax Assistance - Montgomery County

1040, 1040A, 1040EZ forms, and Publication 1132
(containing reproducible copies of Federal Tax Forms and Instructions) will be available at many of our library branches.

We should also receive instructions for Form 1040, 1040A, and 1040EZ.

Please check with your closest branch for more information

Nearest IRS Office to Conroe, TX
Monday – Friday 8:30am – 4:30pm

12941 I 45 N.
Wells Fargo Building, Suite 316
Houston, TX 77060

281-721-7021


Tax Assistance Locations and Dates

*PDF Schedule
*Eligibility and Documents to Bring


AARP Tax Assistance

Malcolm Purvis Library
510 Melton St.
Magnolia, TX 77354
936-442-7704

Beginning February 7 - April 18
Tuesdays 9am - 12pm

South Regional Library
2101 Lake Robbins Dr.
The Woodlands, TX 77380
936-442-7727

9am – 2pm
February 7, 9, 10, 14, 16, 17, 21, 23, 24, 28
March 3, 7, 9, 10, 14, 16, 17, 21, 23, 24, 28, 30, 31
April 4, 6, 7, 11, 13, 18

* In the First Floor Meeting Room
* First come, first serve basis.
* Please bring all applicable paperwork.
* Staff unable to take messages.

Lone Star College - Tomball HCP Library
30555 Tomball Pkwy
Tomball, TX 77375
(832) 559-4200

Beginning February 1 - April 15
Mondays & Wednesdays 10am - 2pm
Saturdays 11am - 3pm

*Closed March 13 - 19 for Spring Break

Lone Star College - Conroe Center
777 Conroe Park N. Drive
Conroe, TX 77303
(936) 273-7000

*Dates TBA*

*Closed March 13 - 19 for Spring Break

Lone Star College - EMCID
21575 Hwy 59 North
New Caney, TX 77357
(281) 312-1750

Beginning February 2 - April 15
Tuesdays and Thursdays 9am - 12pm

*Closed March 13 - 19 for Spring Break

For a complete listing of AARP Locations:
www.AARP.org

VITA Tax Assistance

R. F. Meador Library
709 West Montgomery
Willis, TX 77378
936-442-7740

February 2 - April 6
Mondays 9am-12pm
Thursdays 2pm-7pm

* Dates exclude Feb. 20

Central Library
104 I-45 N.
Conroe, TX 77301
936-442-7712

Super Tax Day Kickoff
Sat. January 28, 9AM – 4PM

January 28 – April 13
Mondays, Fridays & Saturdays 10AM – 3PM
March 23 & April 6: 4PM – 8:30PM
April 13 (FINAL DAY) 9AM – 8:30PM

* Dates exclude Feb. 17, 18, 20, 24, 25

For a complete listing of VITA Locations:
www.eitclocations.com/state-list/texas-locations


What to Bring 

  • Proof of identification (Photo ID)
  • Social Security cards for you, your spouse, and dependents
  • Birth dates for you, your spouse, and dependents
  • Wage and earnings statements (W-2s, 1099s)
  • Interest and dividend statements
  • Copy of last year's tax returns
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • Both spouses must be present to sign joint return
  • Total paid to daycare provider and provider's tax ID number
  • Affordable Health Care statements (1095-A, B, or C)
  • Copies of income transcripts from IRS and state, if applicable

Eligibility

AARP
AARP Foundation Tax-Aide tax preparation assistance is available free to taxpayers with low and moderate income, with special attention to those 60 and older. Assistance is provided on a first come, first serve basis and folks are asked to bring all applicable paperwork. Please note the library opens at 9am and staff are unable to take messages.

VITA
Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $53,000 or less, persons with disabilities, and the elderly and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals. Assistance is available on a first-come, first-serve basis. Sign up in-person at the library. No advance reservations are accepted and no tax advice or assistance is available over the phone.

Many of the common tax forms are available and free at the library and others are downloadable from the IRS Web site.

Additional Information

To view/download forms, instructions and publications, click here.

To order forms by U.S. mail, click here.

For more information, visit www.irs.gov/